Navexa Feedback

just a thought. I was wanting to compare portfolio value progress from a year ago. it made me wonder how much of that was gains vs. capital injection. I think a cost base 2nd series would be a good overlay against the portfolio and holdings value charts.

Can we track super like an investment? Cash Accounts don't allow for income distribution per year (return).

Good Evening, Just curious whether Navexa was planning on allowing/sorting intergration to the Tiger Brokerage! Many thanks!!!

Expected Behavior When changing the timeline of the goal, the final goal value should show the amount that needs to be invested or reached during that period. Current Behavior Currently, it shows the total goal value all the time although the percentage of goal achieved and the g

This feature will be similar to Sharesight. Again, if it is offered at security level, with color coding lables, it will help a lot. Both categories and labels will help monitoring shares such as - buy, sell, hold, performer, non-performer, etc.

Currently custom groups are managed across portfolios which is mostly fine. It will be helpful, if there is an option to override at portfolio level. For example, I've a category "non-performers" where I group all non-performing securities. For one or more portfolios, these secur

hello, i am new to navexa and am looking for software that i can track and manage my trading portfolio. The only thing that i see Navexa lacking is ability to be able to add a stop loss value and a take profit value for each of my holdings. This way when the price is hit i get se

Having the ability to add/use different benchmarks would be useful.

Dividends received from several foreign companies traded in the US exchanges (eg: ADRs) incurr in fees that are treated differently than taxes. Not having a field for fees also affects the auto calculation of the gross dividends displayed as they're not taken into account.

suggesting to have a function to produce a portfolio holding report, showing number of shares on hand, and their market price on a chosen date.